2023 Form 5500 filing — Laborers Local 785 Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007093748NAL0007454195003) for Laborers Local 785 Pension Plan, reported by Board Of Trustees Of Laborers 785 Pension Plan under EIN 16-6062418 and plan number 001. It reports 1,229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007093748NAL0007454195003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Laborers 785 Pension Plan
- EIN
- 16-6062418
- Plan number
- 001
- Location
- Ithaca, NY
- Participants
- 1,229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,880,213
- Total liabilities (EOY)
- $138,182
- Net assets (EOY)
- $106,742,031
- Employer contributions
- $4,454,354
- Total income / additions
- $18,779,679
- Benefits paid
- $6,176,262
- Administrative expenses
- $721,566
- Total expenses
- $6,897,828
- Net increase / (decrease)
- $11,881,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | NONE | $341,791 | not reported in the loaded dataset |
| Heidi O'Rourke | EMPLOYEE | $65,500 | not reported in the loaded dataset |
| Terry Clark | EMPLOYEE | $65,250 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $33,575 | not reported in the loaded dataset |
| O'Sullivan Associates, Inc. | NONE | $32,200 | not reported in the loaded dataset |
| Laborers Local #785 Building Corp | RELATED AFFILIATE | $6,510 | not reported in the loaded dataset |
| Lipsitz Green Scrime Cambria Lp | NONE | $6,180 | not reported in the loaded dataset |